Teresa
Mcdermott

Fortis Advisors, LLC

CRD#2043257
Investment Advisor
in King Of Prussia, PA

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About this Advisor

Teresa Mcdermott is a chartered financial consultant working out of King Of Prussia, Pennsylvania who has 5 years of industry experience. Mcdermott works at Fortis Advisors, LLC. Their career trajectory has included roles at Hornor, Townsend & Kent, Inc, Penn Mutual Life Insurance Company and Fortis Advisors, LLC. Mcdermott maintains a Series 63 license, which qualifies them as a securities agent, and is approved to advise clients in Pennsylvania. Fortis Advisors, LLC is a financial advisory firm based out of King Of Prussia, PA. It oversees $460 million in assets under management across its 274 accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 274 accounts, 40% belong to high-net-worth individuals who have greater than $1 million in assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees billed by Fortis Advisors, LLC may include some combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

1045 First Avenue Suite 120
King Of Prussia, PA 19406

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Fortis Advisors, LLC Brokerage Details

Total Assets Under Management

$459,948,455

PA Average: $15,833,994,310
Total Number of Employees

7

PA Average: 41
Total Number of Accounts

274

PA Average: 3,342
Average Account Size

$1,678,644

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Teresa Mcdermott Work History

Teresa has been registered as a financial advisor for 5 years.*

2016 - Present (8 years)

Fortis Advisors, LLC

2013 - 2016 (3 years)

Hornor, Townsend & Kent, Inc

2013 - 2016 (3 years)

Penn Mutual Life Insurance Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Teresa Mcdermott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fortis Advisors, LLC

Margaret Corado
King Of Prussia, PA
Teresa Mcdermott
King Of Prussia, PA
Randall Hubschmidt
King Of Prussia, PA
Marlene Musso
King Of Prussia, PA
Derek Boles
King Of Prussia, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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